Practical analysis for investment professionals

Philosophy


It’s Not Always the Economy: Five Questions to Gauge Financial Markets

The economy matters, but it matters differently to different investors depending on their distinct objectives, timelines, and asset allocation. And it’s not the only thing that matters.

Top 10 Posts from 2023: The 10 Greatest Investors, ChatGPT, and the Active Management Delusion

Enterprising Investor's most popular posts of the year include contributions from Mark J. Higgins, CFA, CFP, Larry Cao, CFA, Michinori Kanokogi, CFA, and Yoshimasa Satoh, CFA, among others.

Book Review: Poor Charlie’s Almanack

The rerelease of Charlie Munger’s bountiful wit and wisdom is a celebration of nearly a century of success and deserves to be at the top of our reading lists.

Do-It-Yourself High-Dividend Strategies

Investors do not have to accept lower returns in exchange for high dividend yields. In fact, do-it-yourself (DIY) high-dividend strategies can generate enviable income without sacrificing capital.

Five Reasons Why Writing Is the Most Underrated Investment Skill

Writing should serve an active role throughout our investment process. Here’s why.

Markets in Chaos: A Return to the Gold Standard?

The grand monetary experiment of the last decade and a half has undermined the global financial system and necessitates a radical solution.

Portfolio Confidential: Five Common Client Concerns

What are the five most common client concerns and how can we address them?

Climate Change, Risk Management, and the Freedom to Invest Responsibly

The freedom to invest responsibly and the principle of risk management must be defended, and that requires us to go back to basics.

Debunking the Myth of Perfect Competition

Contrary to the orthodoxies of classical and neoliberal economics, free markets do not, and never did, create perfect competition.



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